KMG Fiduciary Partners’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,651
| Closed | -$274K | – | 232 |
|
|
2022
Q3 | $274K | Sell |
8,651
-12,555
| -59% | -$398K | 0.05% | 171 |
|
|
2022
Q2 | $887K | Buy |
21,206
+3,233
| +18% | +$135K | 0.17% | 111 |
|
|
2022
Q1 | $829K | Buy |
17,973
+2,826
| +19% | +$130K | 0.13% | 122 |
|
|
2021
Q4 | $712K | Buy |
15,147
+4,084
| +37% | +$192K | 0.11% | 122 |
|
|
2021
Q3 | $586K | Buy |
11,063
+1,542
| +16% | +$81.7K | 0.1% | 125 |
|
|
2021
Q2 | $553K | Buy |
9,521
+1,078
| +13% | +$62.6K | 0.1% | 129 |
|
|
2021
Q1 | $432K | Buy |
8,443
+2,538
| +43% | +$130K | 0.08% | 135 |
|
|
2020
Q4 | $278K | Buy |
+5,905
| New | +$278K | 0.06% | 145 |
|
|
2020
Q1 | – | Sell |
-29,254
| Closed | -$1.28M | – | 140 |
|
|
2019
Q4 | $1.28M | Buy |
29,254
+1,555
| +6% | +$67.8K | 0.39% | 51 |
|
|
2019
Q3 | $1.1M | Buy |
27,699
+1,922
| +7% | +$76.1K | 0.37% | 52 |
|
|
2019
Q2 | $1.06M | Buy |
25,777
+2,602
| +11% | +$107K | 0.38% | 54 |
|
|
2019
Q1 | $1.02M | Buy |
23,175
+3,519
| +18% | +$154K | 0.39% | 54 |
|
|
2018
Q4 | $751K | Buy |
+19,656
| New | +$751K | 0.34% | 53 |
|